Moreno Evelyn V Utilities Sector Spdr Transaction History

Moreno Evelyn V

$208 Million
Q4 2023

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 23, 2023	SELL	$58.83 - $68.46 $1.58 Million - $1.84 Million	-26,849 Reduced 48.9%	28,056 $1.65 Million
Q2 2023 Jul 27, 2023	BUY	$64.34 - $69.97 $13,640 - $14,833	212 Added 0.39%	54,905 $3.59 Million
Q1 2023 May 12, 2023	BUY	$63.7 - $72.08 $328,118 - $371,284	5,151 Added 10.4%	54,693 $3.7 Million
Q4 2022 Feb 08, 2023	BUY	$61.52 - $72.67 $1.42 Million - $1.68 Million	23,128 Added 87.56%	49,542 $3.49 Million
Q3 2022 Nov 09, 2022	BUY	$65.51 - $78.12 $1.73 Million - $2.06 Million	26,414 New	26,414 $1.73 Million
Q4 2020 Feb 10, 2021	SELL	$59.98 - $66.76 $421,179 - $468,788	-7,022 Closed	0 $0
Q3 2020 Nov 03, 2020	SELL	$56.7 - $61.49 $1,701 - $1,844	-30 Reduced 0.43%	7,022 $417,000
Q2 2020 Jul 23, 2020	SELL	$51.79 - $62.83 $10,358 - $12,566	-200 Reduced 2.76%	7,052 $398,000
Q1 2020 Apr 22, 2020	SELL	$44.93 - $70.98 $4,717 - $7,452	-105 Reduced 1.43%	7,252 $402,000
Q4 2019 Jan 27, 2020	SELL	$61.37 - $64.82 $3,068 - $3,240	-50 Reduced 0.68%	7,357 $475,000
Q3 2019 Nov 05, 2019	BUY	$62.5 - $64.93 $462,937 - $480,936	7,407 New	7,407 $479,000
Q2 2019 Aug 01, 2019	SELL	N/A	-7,407 Closed	0 $0
Q3 2018 Oct 23, 2018	SELL	N/A	-600 Reduced 7.49%	7,407 $389,000
Q1 2018 Apr 19, 2018	BUY	N/A	550 Added 7.38%	8,007 $405,000
Q4 2017 Feb 06, 2018	SELL	N/A	-50 Reduced 0.67%	7,457 $393,000
Q3 2017 Nov 03, 2017	BUY	N/A	7,507	7,507 $398,000

Others Institutions Holding XLU

# of Institutions

1,486

Shares Held

180M

Call Options Held

13.1M

Put Options Held

41.1M

Morgan Stanley New York, NY

13.9M
Shares

$1.07 Billion
0.08% of portfolio
Bank Of America Corp Charlotte, NC

13.4M
Shares

$1.03 Billion
0.09% of portfolio
International Assets Investment Management, LLC Orlando, FL

11.9M
Shares

$907 Million
0.35% of portfolio
Goldman Sachs Group Inc New York, NY

8.63M
Shares

$660 Million
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

5.62M
Shares

$430 Million
0.21% of portfolio

About UTILITIES SECTOR SPDR

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